Metals and Miners, Released on 6/30/25 (Recorded on 6/27/25)

Join us on Metals and Miners as we dive into the fast-moving world of global economics with Dr. Daniel Lacalle, Chief Economist at Tressis! In this exclusive 2025 interview, Daniel breaks down the looming commodities surge amid supply shortages, the impact of AI on labor, treasury market risks, and the future of gold and sovereign debt. Recorded on June 27, 2025, this discussion offers critical insights for investors navigating today’s financial landscape.

00:03 – Introduction to Global Economics and Capital Rotation
00:52 – Treasury Markets and Short-Term Debt Risks
02:58 – Federal Reserve’s Position and Rate Cut Expectations
06:14 – The Impact of AI on Labor and Job Displacement
08:25 – Trump’s Influence on Fed Rate Decisions
11:38 – Risks to Fed Independence
15:05 – Investor Perception of Fed Independence
17:22 – Implications of Central Bank Dependence
19:19 – U.S. Economy and Stock Market Outlook
25:23 – Commodities Outlook Amid Economic Changes
30:43 – Sovereign Debt and the Future of Reserve Assets
39:52 – Final Thoughts and Investment Strategies
41:20 – Lightning Round: Asset Rankings
46:40 – Key Takeaway and Contact Information

Daniel Lacalle, PhD, economist and fund manager, is the author of the bestselling books Freedom or Equality (2020) and Escape from the Central Bank Trap (2017). He is a professor of global economy at IE Business School in Madrid and Chief Economist at Tressis SV. Ranked as one of the top twenty most influential economists in the world in 2016 and 2017 by Richtopia, he holds the CIIA financial analyst title, with a postgraduate degree in higher business studies and a master’s degree in economic investigation. He is a member of the advisory board of the Rafael del Pino Foundation and Commissioner of the Community of Madrid in London. His work can be found here.

  A.I., Daniel Lacalle, economy, energy, gold, investing, robotics, silver